Client Relationship Consultant 2 (Banker) - The Villages - San Jose, Ca
San Jose
Workplace: OnsiteFull timeUSD 24.92 - 30.46 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Client communication","Customer service","Interpersonal skills"]Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer information, and educate clients on deposit and loan products, including digital and self-service options. Proactively recommend solutions aligned to each customer’s goals, complete service requests, open accounts, and submit credit applications while partnering with branch teams to deliver an accurate, consistent client experience.

